Tracy Sanchez
Eustis,FL
Summary
Business professional with over 30 years of management experience in the financial industry, specializing in banking technology and sales. Proven success as an Account Manager for a leading financial technology organization, managing a substantial portfolio of Community Banks. Demonstrates strong work ethic and ability to build effective partnerships, enhancing client retention and satisfaction. Excels in fast-paced environments, adept at resolving challenges while maintaining professionalism and delivering results.
Overview
17
17
years of professional experience
Work History
Client Executive
Fiserv
12.2016 - 06.2025
- Collaborated with diverse community financial institutions to implement advanced technology solutions.
- Conducted data analysis and delivered client portfolio reviews in virtual and on-site meetings.
- Cross-sold tailored financial services, resulting in enhanced customer loyalty.
- Negotiated contract renewals to secure advantageous terms effectively.
- Sold and supported Fiserv Card Services products, boosting client revenue and retention rates.
- Surpassed annual add-on product sales goals through impactful demonstrations.
- Achieved consistent annual review ratings of 'meets' or 'exceeds' expectations.
- Led cross-functional teams to develop innovative strategies, driving business growth and profitability.
- Presented compelling sales pitches that demonstrated the value of our offerings in meeting client objectives successfully.
- Mentored junior team members, fostering a positive work environment and encouraging professional growth.
- Managed a diverse portfolio of clients, ensuring timely delivery of products and services while maintaining high levels of satisfaction.
- Increased revenue generation through the development and implementation of strategic sales plans.
- Developed comprehensive account plans to optimize resources and drive successful outcomes for both clients and the organization.
- Built long-lasting partnerships through effective networking and relationship management skills.
- Conducted in-depth market research to identify trends, opportunities, and potential threats for strategic planning purposes.
- Continuously monitored industry trends to identify emerging markets or technologies offering potential new business opportunities.
- Achieved significant cost savings through diligent contract negotiations with vendors while maintaining quality standards.
- Enhanced client relationships by identifying their needs and providing tailored solutions.
- Established a reputation for exceptional problem-solving abilities by resolving complex issues that resulted in enhanced customer loyalty.
- Collaborated with internal departments to create integrated solutions that addressed complex client challenges effectively.
- Negotiated profitable contracts with key clients, securing long-term revenue streams for the company.
- Expanded market share with targeted outreach initiatives for new business development.
- Delivered consistent, high-quality service to ensure client satisfaction and retention.
- Streamlined internal processes for increased efficiency and improved client experiences.
- Optimized sales pipelines by constantly refining lead qualification criteria based on data-driven insights obtained from performance metrics analysis.
- Sought out appropriate management in more complex financial matters.
- Adhered to AML/BSA requirements, audit procedures, and other regulated banking activity.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Built relationships with customers and community to establish long-term business growth.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Prepared sales presentations for clients showing success and credibility of products.
Private Banker
Florida Community Bank
03.2016 - 09.2016
- Managed full-service banking for high-value clients, overseeing packaged-product account portfolios.
- Initiated and developed over 25 Private Client Relationships, each exceeding $500,000 in deposits.
- Acquired and closed over $2.5 million in consumer and small business loans since March 2016.
- Built a robust local market presence to maintain a full opportunity pipeline for revenue goals.
- Cultivated relationships within community networks to generate new business opportunities.
- Leveraged Line of Business Partners for referrals to expand existing client relationships.
- Participated actively in Chamber of Commerce and local Leadership group functions.
- Analyzed financial and credit data to align client needs with suitable loan programs.
Retail Branch Manager
Florida Community Bank
06.2013 - 03.2016
- Developed new business for assigned branch, consistently exceeding monthly and quarterly deposit goals.
- Supervised branch staff to enhance sales results through motivation and professional development.
- Uncovered lending opportunities with Business Banking and Commercial Lenders to maintain loan quality.
- Managed branch operations to ensure efficiency, regulatory compliance, and security standards.
- Recognized as Top District Leader in Consumer and Small Business Lending for loans ranging from $25,000 to $500,000.
- Achieved recognition for excellent cross-selling of products and services across branch staff.
- Assisted clients with daily banking transactions, including account openings and closures.
- Focused on growing branch portfolio to generate additional sales revenue.
Business Development Officer
PNC Bank
01.2011 - 01.2013
- Managed and expanded portfolio of larger targeted companies effectively.
- Developed partnerships across all lines of business to enhance collaboration.
- Coached WorkPlace Champions in 31 branches throughout Orlando and Central Northwest Florida regions.
- Mentored and onboarded new WorkPlace Business Development Officers in Florida market.
- Implemented sales strategies to generate new consumer households and increase deposits.
- Engaged actively in Greater Orlando and Central Northwest Florida through various organizations and networking activities.
Retail Branch Manager
RBC Bank
01.2008 - 01.2011
- Led banking center team to maximize revenues and enhance client satisfaction while minimizing risks.
- Ensured team members obtained necessary credentials and skills to excel in their roles.
- Managed daily accounts of key business clients to attract, retain, and expand relationships.
- Recruited, trained, and developed personnel to achieve growth goals for existing and new clients.
- Leveraged The Leading Edge techniques alongside all RBC banking products to drive results.
- Transformed service interactions into sales opportunities to boost overall performance.
- Collaborated with various business partners to address client needs and ensure compliance with regulations.
- Coordinated special events at the retail branch that engaged customers while promoting company offerings effectively.
- Maximized profitability by skillfully managing expenses such as labor costs, supplies, and overhead.
- Increased customer satisfaction by implementing efficient strategies for resolving issues and addressing concerns.
- Optimized branch productivity through continuous improvements in processes, procedures, and staff training initiatives.
- Ensured a welcoming environment for customers through diligent facility maintenance, merchandising displays, and staff appearance standards.
- Conducted timely performance evaluations of staff members, offering constructive feedback for ongoing growth and success.
- Strengthened relationships with clients through exceptional customer service and personalized attention to needs.
- Collaborated with regional management to develop strategic marketing plans that increased brand visibility within the community.
- Managed risk effectively by closely monitoring financial transactions and ensuring compliance with company policies.
- Boosted sales performance by training employees in effective selling techniques and product knowledge.
- Enhanced employee morale and reduced turnover with team-building activities, regular feedback sessions, and professional development opportunities.
- Improved operational efficiency by regularly reviewing workflow processes and identifying areas for improvement or streamlining.
- Increased foot traffic into store locations by fostering partnerships with local businesses driving cross-promotional marketing campaigns.
- Streamlined branch operations for improved efficiency, managing staff schedules, inventory control, and budgeting.
- Recruited high-potential candidates aligned with organizational culture resulting in a cohesive team dynamic.
- Complied with regulatory guidelines and requirements.
- Maintained friendly and professional customer interactions.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Submitted loan applications to underwriter for verification and recommendation.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Defined clear targets and objectives and communicated to other team members.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Skills
- Client services and support
- Sales and growth strategies
- Strategic planning
- Operations management
- Account analysis and oversight
- Wires and ACH processing
- Networking skills
- Relationship management
- Bankcard sales and service
- Project management
- Training/Coaching/Mentoring
- Professional Presentations
Timeline
Client Executive
Fiserv
12.2016 - 06.2025
Private Banker
Florida Community Bank
03.2016 - 09.2016
Retail Branch Manager
Florida Community Bank
06.2013 - 03.2016
Business Development Officer
PNC Bank
01.2011 - 01.2013
Retail Branch Manager
RBC Bank
01.2008 - 01.2011
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